Tax Saving Professionals Accelerates Marketing Campaign Creation by 10X with Sugar Market

The Platform Streamlines Marketing Workloads Via Intuitive UI and Out-of-the-Box Campaign Creation Tools to Build Relationships with High-Touch, High-Net-Worth Clientele

CUPERTINO, Calif. – July 29, 2021 – SugarCRM today announced that Tax Saving Professionals, a boutique family office firm, is using Sugar Market to streamline sales and marketing activities, accelerating marketing campaign creation by 10x.

Tax Saving Professionals helps business, medical and dental professionals build and preserve a lasting legacy through strategic tax planning and family office services.

The firm has experienced pronounced growth over the past few years – stemming from its highly targeted marketing program that accounts for 40% of its business. “No two clients have exactly the same needs; our sales and marketing approach is very personalized and educational,” said Jen Amos, Marketing Director, Tax Savings Pros. “Our sales representatives spend a lot of time with prospects – a process that is vital to build client trust and comfort in our expertise.”

To support delivery of this high-touch customer experience, Tax Saving Pros chose Sugar Market specifically for its intuitive UI and out-of-the-box campaign creation tools for improved utility and usability. Sugar Market automation streamlines engagement with prospects and existing clients. “Sugar makes it easy for me to organize information that needs to go out – including drip and nurture campaigns, newsletters and monthly webinar invitations. Everything is easily created via What-You-See-is-What-You-Get functionality, making it both easy and quick to create forms, landing pages and campaigns,” said Amos.

A recent report by Nucleus Research evaluated Tax Savings Pros use of Sugar Market, and found the company has used the solution’s automation and segmentation features to accelerate its campaign creation rate by ten times while reducing marketing workload.

“We have been ecstatically happy with Sugar Market and everyone on the Sugar team has a helpful, can-do attitude,” said Amos. “Sugar support has been amazing; when it comes to exploring what the platform can do, the response is always, ‘Yes, you can do that.’”

“Agility is essential in every aspect of business, and especially so in the marketing realm,” said Christian Wettre, General Manager, Sugar Sell & Sugar Market for SugarCRM. “Sugar makes the hard things easier for sales and marketers; with these improved efficiencies, brands can focus on building stronger customer relationships and pursuing new revenue opportunities.”

For more information on how Sugar helps financial services firms, visit SugarCRM for the Financial Services Industry.


About SugarCRM
SugarCRM is how marketing, sales, and service teams finally get a clear picture of each customer to help businesses reach new levels of performance and predictability. Sugar is the CRM platform that makes the hard things easier.

Thousands of companies in over 120 countries rely on Sugar to achieve high-definition CX by letting the platform do the work. Headquartered in Silicon Valley, Sugar is backed by Accel-KKR.

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Media Contact:
Erin Lutz
Lutz Public Relations and Marketing (for SugarCRM)